RA

Riversedge Advisors Portfolio holdings

AUM $597M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$597M
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$4.24M
3
+$3.09M
4
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$1.42M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.37M

Top Sells

1
+$3.25M
2
+$1.21M
3
+$1.14M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$593K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$539K

Sector Composition

1 Technology 8.35%
2 Financials 2.34%
3 Consumer Discretionary 1.72%
4 Communication Services 1.47%
5 Healthcare 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
1
Vanguard Large-Cap ETF
VV
$46B
$71.3M 11.94%
231,471
+13,779
IDEV icon
2
iShares Core MSCI International Developed Markets ETF
IDEV
$22.4B
$51.1M 8.56%
637,225
+38,598
BND icon
3
Vanguard Total Bond Market
BND
$138B
$44.8M 7.51%
602,845
+16,292
SPYG icon
4
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$36.2M 6.07%
346,517
-5,154
VWO icon
5
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$29M 4.86%
534,917
+6,708
SPYV icon
6
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.7B
$26.7M 4.47%
481,870
-21,833
RSP icon
7
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$26M 4.36%
137,184
+6,689
SCHF icon
8
Schwab International Equity ETF
SCHF
$52.4B
$25.7M 4.31%
1,105,513
-8,141
AAPL icon
9
Apple
AAPL
$3.74T
$23.5M 3.94%
92,230
+4,781
IEFA icon
10
iShares Core MSCI EAFE ETF
IEFA
$157B
$18.9M 3.17%
216,810
-6,794
VEA icon
11
Vanguard FTSE Developed Markets ETF
VEA
$178B
$17M 2.85%
283,719
-1,539
VTEB icon
12
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$16.1M 2.7%
321,734
+17,808
VUG icon
13
Vanguard Growth ETF
VUG
$195B
$14.3M 2.4%
29,898
+1,650
IJR icon
14
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$13.7M 2.3%
115,656
+11,543
SCHX icon
15
Schwab US Large- Cap ETF
SCHX
$60.7B
$11.9M 1.99%
450,558
-123,241
BTC
16
Grayscale Bitcoin Mini Trust ETF
BTC
$4.65B
$11.5M 1.92%
226,288
+137,354
VTV icon
17
Vanguard Value ETF
VTV
$147B
$10.3M 1.72%
54,990
+4,830
VIOV icon
18
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.39B
$9.89M 1.66%
103,909
+522
BNDX icon
19
Vanguard Total International Bond ETF
BNDX
$69.8B
$8.8M 1.47%
177,922
+5,547
NVDA icon
20
NVIDIA
NVDA
$4.46T
$6.07M 1.02%
32,526
+7,338
MSFT icon
21
Microsoft
MSFT
$3.82T
$5.96M 1%
11,498
+2,405
VTWG icon
22
Vanguard Russell 2000 Growth ETF
VTWG
$1.12B
$5.48M 0.92%
23,422
-84
SPEM icon
23
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$5.12M 0.86%
109,278
-516
SCHA icon
24
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$4.39M 0.74%
157,191
-41,033
PLTR icon
25
Palantir
PLTR
$423B
$4.15M 0.7%
22,754
+884
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